Alireza Kandi is a CFA® charterholder and registered financial advisor with 12 years of industry experience. He is currently with 3EDGE Asset Management, LP and Vigilant Distributors, having previously worked at Charles Schwab and Cetera Investment Services. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment.

Scott Norris is a CFP® with 26 years of industry experience, currently serving at Evergreen Wealth. He has worked at Evergreen Wealth and affiliated firms since 2011 and previously held roles at LPL Financial and Equitable Advisors. Outside of his advisory work, Norris is an independent insurance agent and a member of a private placement investment management firm. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, offering portfolio management and integrated financial planning. The firm employs fundamental analysis and may recommend independent managers and alternative investments tailored to client objectives.

Paula Jewell is a financial advisor at Aviance Capital Partners LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Capital Wealth Planning, LLC and Morgan Stanley in various capacities. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services along with stand-alone financial planning and consulting. The firm constructs portfolios using multiple named strategies and tailors allocations based on internal research and client-specific objectives.

Jonathan Cathey is a financial advisor at Slagle Financial, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Oxenfree Capital LLC dba Oxenfree Financial. Outside of advisory work, he is involved with Oxenfree Technology LLC, a fintech company, where he serves as an operations associate. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, focusing on globally diversified portfolios that align with clients’ goals and risk tolerance. The firm utilizes both internal management and third-party managers with a preference for index mutual funds and ETFs.

Amber Braatz is a CFP® with six years of industry experience. She is currently with ANTOLINO Wealth Advisors and previously worked at Finley Wealth Advisors and RB Health / Avidity Home Healthcare. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering financial planning and investment management through its UltraVision System® and UltraVision Club™ membership tiers. The firm employs a multi-dimensional asset allocation approach and utilizes tools such as eMoney and Morningstar to build custom portfolios and conduct ongoing reviews.

Stephen Liska is a financial advisor at Black Coral Financial Advisors, LLC in Naples, FL, with 23 years of industry experience. He holds the Series 65 and Series 63 credentials and has worked at Black Coral since 2012, following eight years at Goldman Sachs Wealth Services. Black Coral Financial Advisors provides comprehensive financial counseling and investment advisory services primarily to high-net-worth individuals, corporate clients, and employer-sponsored programs, using a team-based approach that emphasizes individualized asset allocation and ongoing portfolio monitoring.

Tanner Betts is a financial advisor at Intellus Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Lincoln Investment Planning, LLC, and other firms. Intellus Advisors provides financial planning, investment management, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored asset-allocation strategies and combines discretionary and non-discretionary services through wealth management engagements and retirement-plan consulting.

Richard Owen Jr. is a financial advisor at Point Windward Advisors, Inc. with 18 years of industry experience. He holds a Series 66 designation and has been associated with Beech Hill Advisors, Inc. and Beech Hill Securities, Inc. since 2014. In addition to his role at Point Windward Advisors, he serves as Vice-President at Beech Hill Advisors, providing investment advice and general planning. Beech Hill Advisors, Inc. offers discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, pension and profit-sharing plans, and other entities. The firm employs a combination of fundamental, quantitative, qualitative, and technical analysis, managing approximately $358.6 million in client assets with a dually registered structure that includes brokerage services.

Ryan Davlin is a CFP® with 18 years of industry experience currently working at Evergreen Wealth, a team-based firm in Naples, FL. His prior experience includes roles at Mutual Securities, Inc. and LPL Financial. He also works as an independent insurance agent selling fixed products. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management, financial planning, and ERISA-covered retirement plan services. The firm uses fundamental analysis and offers access to independent managers, options, and alternative investments tailored to client objectives.

Jason Stephens is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Evertern Wealth, LLC. His prior roles include nearly two decades at UBS Financial Services and earlier positions at Morgan Stanley. Stephens is active in community and charitable organizations, including serving on the board of SWFL Children Charity and participating as a boat captain for Naples Take A Soldier Fishing. Evertern Wealth primarily advises high-net-worth individuals, business owners, senior executives, and families, offering portfolio management, comprehensive financial planning, and wealth advisory services. The firm focuses on tax-aware strategies, concentrated stock management, and intergenerational estate coordination, utilizing a range of investment approaches including direct securities, ETFs, and alternative investments.

Max Deifik is a Series 66 credentialed financial advisor at Private Capital Management with 19 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 10 years, followed by roles at Private Capital Management, LLC and Carnes Capital Corporation since 2018. Max is listed as an officer of Reveles Travel, LLC, a travel agency run by his spouse, though he has minimal involvement in its operations. Private Capital Management (PCM) is an employee-owned firm managing approximately $1.4 billion for individual and high-net-worth clients through separately managed portfolios and wealth advisory accounts. The firm emphasizes a bottom-up, fundamental value approach, primarily targeting smaller capitalization equities with a multi-year investment horizon and offers a range of active and passive strategies across account types.

Michael Heiser is a CFA® charterholder with nine years of industry experience. He is currently with Evertern Wealth, LLC, where he has worked since 2026. Prior to that, he was employed at UBS Financial Services, Inc. for nine years and at Cortland Capital Market Services, LLC for one year. Outside of his advisory role, Heiser has a passive equity investment in a brewery and is authorized to manage Heiser Capital, LLC. Evertern Wealth primarily serves high-net-worth individuals, families, business owners, and other sophisticated clients, offering portfolio management, financial planning, and wealth advisory services. The firm focuses on tax-aware planning, concentrated stock management, and intergenerational estate coordination, often for clients experiencing complex financial transitions.

Stuart Schrenzel is a financial advisor with Key Client Fiduciary Advisors, LLC in Bonita Springs, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Key Client Fiduciary Advisors since 2018 and previously was with Wells Fargo Advisors and Realta Equities, Inc. He also maintains a real estate license in New Jersey and serves as an executor for his father's estate. Key Client Fiduciary Advisors, LLC provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm manages approximately $896 million in assets for over 2,100 clients and emphasizes fundamental analysis with tailored portfolios and ongoing monitoring.

Ward Cantrall Jr. is a CFP® professional with eight years of industry experience, currently serving at Evergreen Wealth. Prior to joining Evergreen Wealth in 2018, he worked for Marine Bank from 2010 to 2018. He is active as a committee member overseeing fundraising and events for the American Lung Association. Evergreen Wealth serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, and business entities, providing portfolio management, integrated financial planning, and ERISA-covered retirement plan services. The firm employs fundamental analysis tailored to client goals and offers access to independent investment managers and alternative investment strategies for suitable clients.

Nelson Pereira is a CFP® professional at Naples Wealth Planning with 18 years of industry experience. He has worked at firms including The Leaders Group Inc, American Global Wealth Management, and Fidelity Personal and Workplace Advisors. He also serves as Director of Naples Insurance Strategies, a separate insurance business. Naples Wealth Planning manages over $356 million in client assets and provides investment management and financial planning services to individuals, families, and institutions, typically with a minimum relationship size of $250,000. The firm offers customized, primarily long-term portfolios using mutual funds, ETFs, equities, and bonds, with discretionary authority within client guidelines.

Carlo Magno Santos Ocampo is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at The High Net Worth Advisory Group, LLC since 2020 and previously spent five years at Raymond James & Associates. He is also a licensed Florida insurance agent, licensed in Life, Health, and Annuities. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, and pension consulting services to individuals, pension and profit sharing plans, trusts, estates, and business entities. The firm manages approximately $861.7 million for around 418 clients through a five-person advisory team and employs a mix of fundamental analysis, long- and short-term strategies, option writing, and exchange-traded products tailored to client objectives.

Kelly Walker is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Naples Global Advisors since 2019 and previously was employed at Florida Southern College from 2016 to 2019. Kelly is based in Naples, FL, and is part of a 16-advisor team. Naples Global Advisors provides discretionary investment management to individuals, retirement accounts, corporations, trustees, and charitable organizations. The firm employs a global, multi-cap value investment approach that combines quantitative screening with fundamental analysis, managing portfolios primarily with individual equities, fixed income, and cash equivalents.

J Miller is a financial advisor at Blue Bell Private Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Blue Bell since 2005. Blue Bell Private Wealth Management serves individual and high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other advisers. The firm focuses on discretionary and non-discretionary portfolio management using exchange-traded funds, closed-end funds, and structured investments, and incorporates fundamental and cyclical analysis alongside options strategies and structured notes in its investment approach.

Michael Iacampo is a financial advisor with Naples Wealth Planning and American Global Wealth Management, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at firms including Merrill, Morgan Stanley, Wells Fargo Clearing, and Laidlaw Wealth Management. He is dually registered and divides his time primarily as an investment advisor representative. Naples Wealth Planning, a team-based firm with over $350 million in assets under management, provides investment management and financial planning services to individuals, families, trusts, businesses, and institutions. The firm focuses on customized, long-term portfolios using a range of investment vehicles and conducts ongoing client oversight and manager due diligence.

Kelso Huffman is a financial advisor with The High Net Worth Advisory Group, LLC in Naples, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining his current firm in 2021. Huffman is also a licensed Florida insurance agent specializing in life, health, and annuities. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, consulting, and pension services to individuals, trusts, estates, and business entities. The firm manages approximately $861.7 million for about 418 clients, using a mix of fundamental analysis, long- and short-term strategies, option writing, and exchange-traded products tailored to client objectives.